Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements
Choose From Three Implementations:

• Adopt: Off the shelf, budget friendly, quick-to start option available
• Configure: Include your brand, product shelf, and portfolio models with our configuration options
• Build: Implement your most unique requirements by working directly with our experienced implementation team

Create Persuasive Investment Proposals, IPS and/or Portfolio Analysis Reports

Guided Investment Portfolio Recommendations
Our proprietary 4 step process aligns recommendations with investor’s risk profiles.

Perform Investment & Portfolio Analytics on Recommendations
Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds and variable annuities. Eliminates extra software needs.

Empower Recommendations With Flexible “Hypotheticals”
Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status.

Complement Portfolio Recommendations With an Assessment of the Client’s Financial Needs
View Retirement Strategies From Every Angle
Build plans with cash flow, asset accumulation/de-cumulation, success probability views and more.

Layer in Extras, Like Education Planning
Easily assess education savings needs and establish an optimal strategy.

Efficiently Determine Insurance Needs
Integrate life, critical illness, and disability insurance assessment with guided workflows.

Elevate the Client—Advisor Relationship With Our Client Portal Module
Find More Time for Clients
Automate tedious tasks that often take advisors and support away from more valuable activities.

Define Your Level of Interaction
Go full “robo” for a portion of your client base or create a hybrid solution with advisor interaction in a mobile-friendly environment.

Convenient, Secure, and Always Open
More channels of access and interaction can lead to higher client satisfaction and retention.

Designed to Serve the Diverse Needs of Advisors
Multiple implementation models, and a wide array of enterprise and advisor settings are designed to serve any firm’s or advisor’s preferences. It’s also multilingual, with support for international currencies.

Customizable for Broker-Dealers & Fund Companies
Powerful premium features, personalized branding, and advanced customizations are available for enterprise licenses. Everything from brand to process workflow can be tailored to fit your needs.